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Assisted Onboarding Specialist - Expense Management

Assisted Onboarding Specialist - Expense Management

HalaRiyadh, Riyadh Region, Saudi Arabia
30+ days ago
Job description

Assisted Onboarding Specialist - Expense Management

Who Are We

HALA is a leading fintech player in the MENAP region that aims to redefine financial services and build the future bank of SMEs. HALA aims at empowering SMEs to start, run, and grow their businesses by providing them with cutting-edge financial and technological tools.

HALA currently holds multiple entities in UAE, Saudi Arabia and Egypt (including HALA Payments, HALA Cashier and HALA Logistics) and offers solutions that enable merchants to digitize their payments as well as manage their sales and operations.

Founded in 2017, HALA is currently duly licensed by the Saudi Arabian Central Bank as well as the Financials Services Regulatory Authority (FSRA) in Abu Dhabi Global Market.

Overview

Hala is seeking a proactive and organized Expense Management Assisted Onboarding Specialist to ensure a seamless experience for businesses adopting Hala Control . This role focuses on assisting customers in onboarding, resolving setup challenges, and ensuring compliance with financial regulations. The ideal candidate will have experience in expense management, corporate finance, or fintech , with strong operational and customer service skills.

Key Responsibilities

  • Guide businesses through Hala Control onboarding, ensuring they successfully set up their expense management system.
  • Assist customers in linking their corporate accounts, uploading necessary documents, and ensuring compliance with financial regulations .
  • Work closely with the compliance team to validate business KYC and documentation.
  • Support customers in setting up spend controls, team budgets, and card issuance .
  • Ensure seamless integration with Hala payments, accounting tools, and business finance workflows .
  • Maintain a feedback loop with the product and tech teams to address common onboarding challenges and improve the user experience.
  • Update customer onboarding status, issues, and feedback in the CRM system.

Requirements

  • 1 Year experience in Sales / assisted on boarding in banking or fintech
  • Strong customer service and onboarding experience , preferably in fintech or corporate financial services.
  • Familiarity with compliance processes related to business onboarding and financial transactions.
  • Experience with expense management tools, CRM systems, and operational workflows .
  • Highly organized and capable of managing a large volume of customer requests efficiently.
  • Preferred :

    Saudi ,Experience in B2B financial products, corporate finance, or expense management solution

    What We Offer You

    We believe you will love working at HALA!

  • We have an inclusive and diverse culture that encourages innovation and flexibility in remote, in-office, and hybrid work setups.
  • We offer highly competitive compensation packages, including the potential for shares.
  • We prioritize personal development and offer regular training and an annual learning stipend to tackle new challenges and grow your career in a hyper-growth environment.
  • Join a talented team of over 30 nationalities working in 7 countries and gain valuable experience in an exciting industry.
  • We offer autonomy, mentoring, and challenging goals that create incredible opportunities for both you and the company.
  • You will be given a lot of responsibility and trust.We believe that the best results come when the people responsible for a function are given the freedom to do what they think is best.
  • If you think you have what it takes to join a remarkable team #apply_now

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    Onboarding Specialist • Riyadh, Riyadh Region, Saudi Arabia